We navigate the future with our clients.

Explore innovative choices that can help to preserve prosperity and provide you with peace of mind.

Contact us for a free consultation

How We Work

We keep your interests in mind every step of the way.

educate

We listen carefully and provide education about innovative solutions so you can make informed decisions to meet your goals and objectives.

collaborate

We work with your advisors to leverage everyone’s expertise, leading to greater transparency and more comprehensive planning for today and the future.

advocate

We go to bat for you during all stages of the process—from identifying areas of potential exposure, to negotiating the very best underwriting offers.

our services

We tailor our plans to meet the goals of each client.

Personal Risk Management

Business Continuity Planning

Wealth Transfer

Do you have a big picture plan for your future? We ask the right questions to ensure that you have everything in order and design a plan that’s built for you and your loved ones—providing asset protection during your working years and supplemental, tax-favored income for retirement.

What does the successful transition of your business look like? Do you have a plan in place? Designed for closely held business owners and families in business together, we focus on asking the right questions, presenting choices, and creating financial strategies that advocate for the successful operation of your business, today and tomorrow.

What does your legacy look like today? What about tomorrow? We strive to create wealth transfer strategies with an evergreen goal of minimizing taxes, so that you can maximize the transfer of wealth and legacy to future generations.

“Upon being introduced to The Lyman Group, I immediately felt a sense of trust and wellbeing. The team at TLG have not only helped me invest in insurance, but have been instrumental with the big picture, including personal and professional succession planning."

Robert Peterson, Arnies Restaurants

As the CEO and a founding partner of Arnies Restaurants, I’ve had the pleasure of working with The Lyman Group for over 18 years. They have been essential to all of our strategic planning, risk assessment, and insurance needs.

David Bruck, Baobab Foods

I very much appreciate the expertise and articulate nature of The Lyman Group. Working with TLG has given my wife and I valuable information about a complex topic. This has resulted in clarity and novel ideas on how to protect our family and our assets.